IA
SMLR

IFP Advisors’s Semler Scientific SMLR Stock Holding History

IFP Advisors’s Portfolio SMLR Stock Details SMLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 3422
2025
Q1 		– Sell
-998
Closed -$54.1K – 4604
2024
Q4 		$54.1K Buy
+998
New +$45.9K ﹤0.01% 1792

Other funds holding SMLR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $2.07B AUM 157.17% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IFP Advisors's SMLR Position: Q2 2025 in Review

IFP Advisors held its Semler Scientific (SMLR) position steady in Q2 2025 at 0 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

IFP Advisors first reported a position in SMLR in Q4 2024 and has held it in 1 quarter since. The position peaked at $54.1K in Q4 2024. 126 funds tracked by Wall St. Rank hold SMLR as of Q2 2025.

  • IFP Advisors held 0 shares of Semler Scientific worth $4.76K as of Q2 2025.
  • IFP Advisors left its Semler Scientific share count unchanged in Q2 2025.
  • Semler Scientific made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #3422 holding.
  • IFP Advisors first reported a position in Semler Scientific in Q4 2024 and has held it in 1 quarter since.
  • IFP Advisors's Semler Scientific position peaked at $54.1K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Semler Scientific as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.